Best Outright and Pair Trades for an Ishiba-Led LDP
How to position in Japanese equities after the surprise win by Shigeru Ishiba over Sanae Takaichi in Friday's LDP election.
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Primer: Kyushu Railway (9142 JP) - Aug 2026
Kyushu Railway is successfully executing a post-pandemic recovery, driven by a rebound in both domestic and inbound tourism, which is...
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Japan Funds: Extreme Stocks
We screen for Japanese companies at the extreme ends of their positioning or momentum ranges among active Japan equity funds.
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Japan Morning Connection: Further Sector Rotation on the Cards as Risk-Off Mood for Tech Continues
Tech weakness in Japan likely to persist. Defense stocks may see a boost amid rising tensions. Reverse position into Typhoon-related weakness.
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Japan Morning Connection: 3099 JP, 1911 JP, 5803 JP
Expect a 'megaquake' reversal in stock names post-rotation due to earthquake warnings, retail rebound likely after strong 3099 1Q showing,...
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